With over 18 years of experience in the financial industry, Justin serves as a Financial Consultant and the Chief Operating Officer for Ryan Wealth Management. An integral part of the firm since joining in 2011, Justin specializes in providing investment analysis, personal financial planning, wealth management advice, and Social Security planning.
Justin’s motivation to serve in the financial field began when he saw loved ones suffering from economically driven financial concerns. This drove Justin to begin an internship in 2004 at a local financial advisory firm. During his tenure there, Justin learned the fundamentals of sound money management and became conversant in all things financial, including becoming a Registered Tax Preparer and licensed investment advisor representative. When Justin joined Ryan Wealth Management in 2011, he continued to enhance his financial knowledge to include specialties, such as Social Security analysis and retirement planning for businesses.
With a resolve to alleviate financial concerns for clients, Justin works to provide financial education while building comprehensive plans designed for long-term wealth. Adhering to an evidence-based approach to investing, he dedicates his efforts to providing clients with the best financial outcomes possible. Justin’s customized recommendations are designed to be low cost, tax efficient, and maintained with a regimen of rebalancing.Justin holds security licenses 7, 6, 65, and 63 and a California insurance license (#0H92650).
Justin lives in Yuba City and enjoys action sports. When he’s not meeting with a client or puzzling over the latest portfolio design, Justin is studying the financial markets and absorbing information from other leaders in the industry.